Getting started
Start with the Estate Planning Worksheet
A short, plain-language worksheet that tells us who you are, who matters to you, and what you want to happen.
Fill it in before we meet
You do not have to complete the worksheet before your first appointment, but if we can review it ahead of time, you will get more from the free, no-obligation consultation. It covers your family, your wishes for your property, who you trust to act for you, and the questions that matter most to you.
We do not ask for account numbers, balances or other detailed financial information. If your plan calls for it, we will ask at your appointment.
10 pages · fillable on your computer, or print it and write in pencil. Married couples complete one worksheet together.
How it works
- Download it.Open it in Adobe Acrobat Reader, or in a current Chrome, Edge or Safari browser. Type in the boxes and tick the checkboxes.
- Save your copy.Use Save or Download so you keep what you typed.
- Leave blanks blank.If a question is private, or someone is helping you, skip it and tell us at your appointment.
- Send it to us.Email it to Christine Donohew, our paralegal, at [email protected], fax it to (866) 904-9638, or print it and mail it to the address on the last page. You may also call (330) 896-0300 for a secure way to send it.
- Keep it private.Nothing you type is sent to this website. The worksheet leaves your computer only when you choose to send it.
Ready to talk?
Your first consultation is free and carries no obligation. We will talk about your goals, your family and your concerns, and we will give you a written quote for fees before you authorize anything.
Schedule a Consultation Planning to stay in your home? See the free Aging in Place Workbook